Client Portal Account Credit
I love that clients can see their available vouchers on the client portal as well as what their membership perks are. I would like them to also be able to see their account credit balance on the portal.
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Adriane Jahnke commented
Clients should be able to view their account balance accrued on their client portal and be able to use funds to book services. We are wanting to do a membership where they put in money each month but there is no point doing it if the clients can't check their account balance to see how much money they have. This really needs to be taken care of ASAP for any med spa to have a money market type membership, which many of our clients desire.
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Brooklyn Lee commented
Clients and patients should have the ability to view their account credits directly in their Boulevard account. For example, if a client earns a $50 referral credit or a $50 credit for writing a review, this should be clearly reflected in their account with the credit amount and what is was from. This visibility ensures they are aware of the credits available for use and can plan their transactions accordingly.
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Adriane Jahnke commented
Account credits need to be reflected in online checkout for clients to apply towards purchases and see what they have on file.
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Margaret Haley commented
CRITICAL. Some clients have thousands of dollars accumulated. If they can see pre-paid vouchers, they should be able to see accumulated beauty bank funds as well.
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Montana Blackley commented
We have a beauty bank membership, and our clients are used to being able to view the amount of money they have accrued in their account, and currently they are only able to view vouchers.
I would love the account credits to be added to the client profile by the vouchers so clients feel they have more autonomy over their money.
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Leanne Bata commented
We have multiple patients that request to find out what their current account balance is in their Client Portal. Should be easy enough to add since vouchers & payment methods were added recently. Would save time and man power from patients calling/emailing in for this.